Mark H

Wednesday, November 05, 2008

Some Thoughts

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While I have been wrong a lot over the past few months, I would point out a few important factors that we should keep in mind. 1) The time t...
Wednesday, October 22, 2008

The Sky Isn't Falling (Again)

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Contrary to popular belief, the US economy is not failing. Nor is the world economy. Therefore when the market is more than 4 standard devia...
Saturday, October 11, 2008

Thoughts

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We live in the most interesting time for finance since the Great Depression – that much is sure. We’ve seen the worst one year return for th...
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Friday, October 10, 2008

Market Bottom?

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I see reason to believe that the market bottom was this morning. We won't know for sure until this is confirmed by declining volatility ...
Monday, October 06, 2008

The Market is Cheap

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Well, in case it wasn’t terribly obvious, I was very wrong in my last posting. I called it “time to buy” – it wasn’t (at least in the short ...
Thursday, September 11, 2008

It Was Time for a Miss

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In case you miss the rest of what I say below, I want to point out that I am calling this "time to buy". No one is always right. I...
Thursday, August 21, 2008

Where's the Bear?

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The market continued down until it bottomed on 7/15/2008 at 1,200.44. In my prior estimations, this could be the top of the range for the “...
Tuesday, August 05, 2008

Changes

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So only a few days into year 2 and I am already making changes. Most notably I am dropping EWBC from my recommendations as it has reached 80...
Thursday, July 31, 2008

First Year

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I can promise one thing – there will never be another year that I will achieve as much positive relative performance to the S&P 500 as t...
Monday, July 21, 2008

How's the Water?

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Well I’ve been on a roll. I guess that means it’s time for a miss. I’m going to predict that the market heads lower until we bottom in Septe...
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Mark H
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